Vision is a participating insurance plan that provides stable monthly income and allows you to plan for a simple and effective legacy succession.
To accumulate capital for capturing career opportunities as well as adding protection to oneself
How can Vision help you?
Mr. C is a young and energetic individual who is working hard to start up his own business and retire early. As Vision guarantees a stable monthly income starting from the 2nd policy year, Mr. C wants to leverage the plan to save part of his savings from work while growing the capitals for his business and retirement purpose.
Assume Cash Payment is selected for receiving the Monthly Coupon, the projected total return of policy at Mr. C age 120:
The above diagram is for illustrative purpose only, please refer to product brochure and sample policy document for details.
- The Change of Coverage Option and Change of Insured Option are subject to the prescribed conditions set out in the policy provisions are fulfilled. Please refer to sample policy provisions for details.
- The Guaranteed Saving Amount is used to calculate premium, Guaranteed Monthly Coupon and other relevant policy values. It is not equivalent to the Death Benefit payable upon the death of the Designated Insured. Designated Insured refers to the insured whose death the Death Benefit is payable. If your chosen Coverage is Single Life, the Designated Insured is the Insured. If your chosen Coverage is Joint Life, the Designated Insured is the Last Surviving Insured.
- The Non-guaranteed Monthly Coupon, Reversionary Bonus and Terminal Bonus are non-guaranteed and is subject to change from time to time at Sun Life’s sole discretion. They may vary based on the performance of a number of experience factors, with the investment return normally being the main determinant. Other factors include, but not limited to, claim experience, policy expenses, taxes, and policy owner termination experience.
The above information is a product summary only, please contact your Advisor for details. Please refer to the product brochure and sample Policy Document for details including definitions and full terms and conditions including key product risks. If there is any conflict between the Policy Document and this product summary, the Policy Document shall prevail.
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